Latest Institutional Sells of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 17.62% |
$67.8K - $71.6K
|
1.87K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-373- 23.52% |
$63.2K - $66.8K
|
1.21K
$225K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-336- 6.86% |
$56.9K - $60.2K
|
4.56K
$846K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-300- 1.88% |
$50.8K - $53.7K
|
15.6K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-284- 5.9% |
$48.1K - $50.9K
|
4.53K
$840K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-230- 79.58% |
$39K - $41.2K
|
59
$10.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-230- 11.98% |
$39K - $41.2K
|
1.69K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-215- 7.95% |
$36.4K - $38.5K
|
2.49K
$462K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-203- 2.58% |
$34.4K - $36.3K
|
7.67K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 0.74% |
$33.9K - $35.8K
|
26.7K
$4.95M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-183- 2.93% |
$31K - $32.8K
|
6.05K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-167- 6.75% |
$28.3K - $29.9K
|
2.31K
$428K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-155- 1.58% |
$26.3K - $27.8K
|
9.65K
$1.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-142- 14.3% |
$24.1K - $25.4K
|
851
$158K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-141- 49.3% |
$23.9K - $25.2K
|
145
$26.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-138- 2.26% |
$23.4K - $24.7K
|
5.97K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-130- 3.49% |
$22K - $23.3K
|
3.59K
$666K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 0.64% |
$22K - $23.3K
|
20.1K
$3.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-110- 2.12% |
$18.6K - $19.7K
|
5.08K
$943K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-104- 19.77% |
$17.6K - $18.6K
|
422
$78.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 0.97% |
$16.9K - $17.9K
|
10.3K
$1.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-96- 97.96% |
$16.3K - $17.2K
|
2
$371
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-94- 25.97% |
$15.9K - $16.8K
|
268
$49.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-91- 3.92% |
$15.4K - $16.3K
|
2.23K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-91- 13.96% |
$15.4K - $16.3K
|
561
$104K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-90- 0.55% |
$15.2K - $16.1K
|
16.3K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-84- 12.32% |
$14.2K - $15K
|
598
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-80- 2.08% |
$13.6K - $14.3K
|
3.76K
$697K
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-79- 0.91% |
$13.4K - $14.1K
|
8.6K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-73- 57.03% |
$12.4K - $13.1K
|
55
$10.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-70- 10.87% |
$11.9K - $12.5K
|
574
$106K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 2.23% |
$11K - $11.6K
|
2.85K
$528K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-65- 2.63% |
$11K - $11.6K
|
2.4K
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-60- 3.03% |
$10.2K - $10.7K
|
1.92K
$357K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-60- 3.07% |
$10.2K - $10.7K
|
1.9K
$352K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-60- 3.56% |
$10.2K - $10.7K
|
1.63K
$301K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-57- 4.67% |
$9.66K - $10.2K
|
1.16K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-56- 3.33% |
$9.49K - $10K
|
1.63K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-54- 1.3% |
$9.15K - $9.67K
|
4.11K
$762K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-53- 0.92% |
$8.98K - $9.49K
|
5.69K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-52- 0.81% |
$8.81K - $9.31K
|
6.4K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-46- 1.44% |
$7.79K - $8.24K
|
3.16K
$585K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-45- 0.36% |
$7.62K - $8.06K
|
12.3K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-45- 0.16% |
$7.62K - $8.06K
|
27.3K
$5.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-45- 0.48% |
$7.62K - $8.06K
|
9.4K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-42- 3.68% |
$7.11K - $7.52K
|
1.1K
$204K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-41- 22.28% |
$6.95K - $7.34K
|
143
$26.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-36- 0.41% |
$6.1K - $6.45K
|
8.65K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-30- 0.38% |
$5.08K - $5.37K
|
7.91K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.96% |
$5.08K - $5.37K
|
3.09K
$574K
|